IDEX Consulting are working with a Financial Advisory business with a strong regional reputation who are recruiting for a Financial Planning Administrator to join their team.
Duties include:
* Supporting Directors, Advisers, and Paraplanners in service delivery
* Dealing with client queries and providing a friendly and professional point of contact
* Preparing documentation for meetings
* Processing new business from the adviser team
* Processing transactions and trade requests across our preferred platforms
* Creating client portfolio valuations
* Creating annual review packs for the financial planners
Due to the nature of the role, it is essential that the successful applicant has experience with Curo back office systems.
You will benefit from free parking, support from a long-standing team to help bed you into the business and a genuine career path including support for industry qualifications.
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